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Performance contribution transparency for your investors

Do your investors crave transparency? With the standardized cleversoft performance contribution, this is possible at any time. Freely configure your display format.

Get started with Performance Contribution today

We will be happy to advise you on the details.

Get in touch

Get started with Performance Contribution today

We will be happy to advise you on the details.

Get in touch

Performance Contribution by cleversoft

Present your funds to your investors. Show the strategic components from which the performance is derived. Be transparent. Use cleversoft’s performance contribution to achieve your goals.

  • Performance contribution evaluation in any form (in holdings, sectors, countries, GICS classifications)
  • Excel reporting
  • Freely selectable periods
  • Retroactive data processing
  • Flexible integration in each output channel from FactsheetsLIVE™™
  • Factsheets
  • Websites
  • Reports
  • Präsentationen

We even integrate data from your in-house research. If you use your own classifications or position names, we can reproduce them.

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.

Get in touch
01

Discover and Learn

Our services range from free self-service trials to solutions that require white glove service. In both cases, we start by learning about you.
02

Configuration

We make sure you have everything you need to get started with your software and compliance services.
03

Rollout and Installation

Whether you have opted for an on-premise installation in SaaS self-service, or directly in the Cloud, rest assured that you can start using our solutions right away.
04

Customer Success

Once you are up and running, our Customer Success team is here to help you every step of the way.
05

Upscale

Scalability. We work with companies of all sizes, with varying numbers of end users. When you're ready to scale your solution, look no further than cleversoft.
06

Availability

It's not just our technologies that have a 99.98% uptime, it's also our technical and customer service teams that are always there when you need them.